-22.1%
UCTT vs VT
+57.0%
-79.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -2.9% |
| 7D | +12.7% | +2.4% | +10.3% | +7.1% |
| 30D | -18.4% | -1.5% | -16.9% | -13.5% |
| 3M | -50.1% | -4.1% | -46.0% | -43.4% |
| 6M | -45.5% | +0.6% | -46.0% | -42.6% |
| YTD | +83.0% | +11.0% | +71.9% | +58.7% |
| 1Y | +90.1% | +13.3% | +76.8% | +58.5% |
| 3Y | +83.5% | +73.4% | +10.1% | -29.3% |
| All | -22.1% | +57.0% | -79.1% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling